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Peak Retirement Planning’s Verizon VZ Stock Holding History

Peak Retirement Planning’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.96M Buy
69,955
+20,048
+40% +$940K 0.47% 68
2026
Q1 		$2.51M Sell
49,907
-2,214
-4% -$103K 0.5% 55
2025
Q4 		$2.12M Buy
52,121
+9,937
+24% +$403K 0.5% 53
2025
Q3 		$1.85M Buy
42,184
+10,277
+32% +$445K 0.52% 53
2025
Q2 		$1.38M Buy
31,907
+7,113
+29% +$308K 0.56% 48
2025
Q1 		$1.12M Buy
24,794
+5,496
+28% +$229K 0.62% 31
2024
Q4 		$772K Buy
+19,298
New +$814K 0.52% 70

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Peak Retirement Planning's VZ Position: Q2 2026 in Review

Peak Retirement Planning increased its Verizon (VZ) stake by 40% in Q2 2026, buying an estimated $940K and bringing the position to 69,955 shares worth $2.96M. The position accounts for 0.47% of the portfolio, ranked #68.

Peak Retirement Planning first reported a position in VZ in Q4 2024 and has held it in 7 quarters since. 3,162 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Peak Retirement Planning held 69,955 shares of Verizon worth $2.96M as of Q2 2026.
  • Peak Retirement Planning bought 20,048 Verizon shares in Q2 2026, an estimated $940K.
  • Verizon made up 0.47% of Peak Retirement Planning's portfolio in Q2 2026, its #68 holding.
  • Peak Retirement Planning first reported a position in Verizon in Q4 2024 and has held it in 7 quarters since.
  • 3,162 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.